Real estate

Real estate,raised properly

Development and income strategies, raised on site control, planning status, debt position and a stated exit.

Context

What is different about raising in real estate

Site control and planning status determine whether the opportunity is investable today or in eighteen months.

Senior debt terms, loan to value and loan to cost shape the equity story more than the headline scheme.

Sponsor co-investment is scrutinised. Investors want to see the sponsor exposed alongside them.

What we build

The engine behind the raise

Capital types we most often work across here: Real estate equity, Private credit, Development finance.

  • Site, title and planning pack indexed for diligence
  • Debt position and capital stack documented, including terms and lender status
  • Sponsor track record and co-investment position presented clearly
  • Investor audience across family offices, private capital and specialist lenders
  • Investor operations, subscription process support and reporting
Diligence

The questions capital will ask

If you cannot answer these with evidence in the data room, the process stalls at week two.

  1. Is the site owned, under option or under offer?
  2. What is the planning status, and what conditions remain?
  3. What debt is agreed, and at what loan to value or loan to cost?
  4. How much sponsor capital is committed to the scheme?
Other markets

We work across private markets

SECTOR

Fintech

Payments, lending, wealth infrastructure and embedded finance, raised with materials that survive a diligence team who already knows the sector.

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SECTOR

Deeptech

Hard science, long horizons and technical risk, presented so a generalist committee can underwrite what a specialist already understands.

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SECTOR

Technology and software

SaaS, marketplaces and platforms, raised on metrics that reconcile to the accounts rather than to a slide.

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SECTOR

Life sciences

Clinical, regulatory and reimbursement risk explained in one sequence a committee can underwrite.

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SECTOR

Biotech

Platform or asset, preclinical or clinical, the raise gets built around what the next milestone proves and what it costs.

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SECTOR

Healthtech

Digital health and care technology, raised on adoption evidence, procurement reality and a credible route to contracted revenue.

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SECTOR

Engineering and industrials

Manufacturing, advanced engineering and industrial businesses, raised on order book, capacity and the capex plan behind them.

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SECTOR

Cleantech and energy transition

Where technology risk meets project risk, raised with the structure, offtake and permitting position resolved before outreach begins.

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SECTOR

Infrastructure projects

Shovel-ready or nearly there, raised on planning, permits, offtake and a contracting structure that stands up to lender diligence.

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SECTOR

Private credit

Borrowers and sponsors raising private debt, presented with the security package, coverage and covenant position resolved up front.

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Sustainable Wealth Group is not authorised or regulated by the Financial Conduct Authority. Nothing on this page is advice, or an invitation or inducement to engage in investment activity. Capital at risk.

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